OAKLX Mutual Fund

NAV$103.97
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Returns Overview

1 Month
+1.63%
3 Months
+9.39%
6 Months
+0.65%
YTD
+0.61%
1 Year
+11.67%
3 Years (annualized)
+14.60%
5 Years (annualized)
+9.18%
10 Years (annualized)
+11.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OAKLX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.61%
Peer Avg (YTD)
+9.49%
vs Peers
-8.88%

OAKLX Mutual Fund Performance

OAKLX performance across multiple time periods: 1-month 1.63%, YTD 0.61%, 1-year 11.67%, 3-year 14.60%, 5-year 9.18%, 10-year 11.01%.

OAKLX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

OAKLX performance comparison shows side-by-side returns with another fund. OAKLX alternatives are available in the Mutual Fund Screener.